The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 124,440,000 1,000,000 SH Call SOLE 1,000,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 24,888,000 200,000 SH Call SOLE 200,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 12,444,000 100,000 SH Call SOLE 100,000 0 0
ALCOA CORP COM 013872106 52,140,000 1,000,000 SH Call SOLE 1,000,000 0 0
ALCOA CORP COM 013872106 52,140,000 1,000,000 SH Call SOLE 1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 95,980,000 1,000,000 SH Call SOLE 1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 95,980,000 1,000,000 SH Call SOLE 1,000,000 0 0
ALMONTY INDS INC COM NEW 020398707 9,936,000 600,000 SH SOLE 600,000 0 0
ANGEL OAK MORTGAGE REIT INC COM 03464Y108 9,080,000 1,000,000 SH SOLE 1,000,000 0 0
ANTERO RESOURCES CORP COM 03674X106 35,140,000 1,000,000 SH Call SOLE 1,000,000 0 0
AST SPACEMOBILE INC COM CL A 00217D100 44,430,000 500,000 SH SOLE 500,000 0 0
BARCLAYS PLC ADR 06738E204 26,860,000 1,000,000 SH SOLE 1,000,000 0 0
BATH & BODY WORKS INC COM 070830104 23,130,000 1,000,000 SH Call SOLE 1,000,000 0 0
BETA TECHNOLOGIES INC COM SHS CL A 086921103 17,222,350 1,028,200 SH SOLE 1,028,200 0 0
BOEING CO COM 097023105 216,470,000 1,000,000 SH Call SOLE 1,000,000 0 0
BORR DRILLING LTD SHS G1466R173 8,260,000 2,000,000 SH SOLE 2,000,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 10,670,000 250,000 SH SOLE 250,000 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 23,265,000 1,500,000 SH SOLE 1,500,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 57,620,000 1,000,000 SH Call SOLE 1,000,000 0 0
CELANESE CORP DEL COM 150870103 13,800,000 300,000 SH SOLE 300,000 0 0
CELANESE CORP DEL COM 150870103 13,800,000 300,000 SH Put SOLE 300,000 0 0
CITIGROUP INC COM NEW 172967424 139,960,000 1,000,000 SH Call SOLE 1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 9,390,000 1,000,000 SH Call SOLE 1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 18,780,000 2,000,000 SH Call SOLE 2,000,000 0 0
CLOROX CO DEL COM 189054109 95,440,000 1,000,000 SH Call SOLE 1,000,000 0 0
CVS HEALTH CORP COM 126650100 51,725,000 500,000 SH Call SOLE 500,000 0 0
DAUCH CORP COM 024061103 16,260,000 3,000,000 SH SOLE 3,000,000 0 0
DELTA AIR LINES INC COM NEW 247361702 93,660,000 1,000,000 SH SOLE 1,000,000 0 0
DELTA AIR LINES INC COM NEW 247361702 46,830,000 500,000 SH Put SOLE 500,000 0 0
DENALI THERAPEUTICS INC COM 24823R105 5,144,000 200,000 SH SOLE 200,000 0 0
EASTMAN CHEM CO COM 277432100 26,792,000 400,000 SH SOLE 400,000 0 0
EASTMAN CHEM CO COM 277432100 33,490,000 500,000 SH Call SOLE 500,000 0 0
EASTMAN CHEM CO COM 277432100 33,490,000 500,000 SH Call SOLE 500,000 0 0
ENOVIX CORPORATION COM 293594107 12,140,000 2,000,000 SH SOLE 2,000,000 0 0
ENOVIX CORPORATION COM 293594107 6,070,000 1,000,000 SH Call SOLE 1,000,000 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 7,056,000 1,200,000 SH SOLE 1,200,000 0 0
EVE HLDG INC COM 29970N104 5,020,000 2,000,000 SH SOLE 2,000,000 0 0
FERROGLOBE PLC SHS G33856108 6,360,000 2,000,000 SH SOLE 2,000,000 0 0
FLOTEK INDUSTRIES INC COM NEW 343389409 23,520,000 1,000,000 SH SOLE 1,000,000 0 0
FLUOR CORP COM 343412102 52,390,000 1,000,000 SH SOLE 1,000,000 0 0
FLUOR CORP COM 343412102 52,390,000 1,000,000 SH Call SOLE 1,000,000 0 0
FREEPORT MCMORAN INC CL B 35671D857 62,890,000 1,000,000 SH Call SOLE 1,000,000 0 0
GENERAL MTRS CO COM 37045V100 77,080,000 1,000,000 SH Call SOLE 1,000,000 0 0
GENERAL MTRS CO COM 37045V100 77,080,000 1,000,000 SH Call SOLE 1,000,000 0 0
HORMEL FOODS CORP COM 440452100 24,820,000 1,000,000 SH SOLE 1,000,000 0 0
INTEGRA RES CORP COM 45826T509 2,270,000 1,000,000 SH SOLE 1,000,000 0 0
INTEL CORP COM 458140100 139,630,000 1,000,000 SH Call SOLE 1,000,000 0 0
INTERNATIONAL PAPER CO COM 460146103 19,050,000 500,000 SH Call SOLE 500,000 0 0
IONQ INC COM 46222L108 42,608,000 800,000 SH Call SOLE 800,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 86,420,000 1,000,000 SH Call SOLE 1,000,000 0 0
ISOENERGY LTD COM NEW 46500E867 5,982,000 600,000 SH SOLE 600,000 0 0
LIONSGATE STUDIOS CORP COM 53626N102 30,540,602 1,994,814 SH SOLE 1,994,814 0 0
LUCID DIAGNOSTICS INC COM 54948X109 4,280,000 4,000,000 SH SOLE 4,000,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 9,680,000 1,000,000 SH Call SOLE 1,000,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 9,680,000 1,000,000 SH Call SOLE 1,000,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 9,680,000 1,000,000 SH Call SOLE 1,000,000 0 0
MOHAWK INDS INC COM 608190104 12,133,000 100,000 SH SOLE 100,000 0 0
NCR VOYIX CORPORATION COM 62886E108 32,680,000 4,000,000 SH SOLE 4,000,000 0 0
NCR VOYIX CORPORATION COM 62886E108 1,225,500 150,000 SH Call SOLE 150,000 0 0
NEURONETICS INC COM 64131A105 1,300,000 1,000,000 SH SOLE 1,000,000 0 0
NEWMONT CORP COM 651639106 93,400,000 1,000,000 SH Call SOLE 1,000,000 0 0
NEWMONT CORP COM 651639106 93,400,000 1,000,000 SH Call SOLE 1,000,000 0 0
NEXGEN ENERGY LTD COM 65340P106 9,390,000 1,000,000 SH SOLE 1,000,000 0 0
NOV INC COM 62955J103 40,810,000 2,200,000 SH SOLE 2,200,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 13,360,000 1,000,000 SH Call SOLE 1,000,000 0 0
ONDAS INC COM NEW 68236H204 8,240,000 1,000,000 SH Call SOLE 1,000,000 0 0
ONDAS INC COM NEW 68236H204 8,240,000 1,000,000 SH Call SOLE 1,000,000 0 0
PLUG PWR INC COM NEW 72919P202 2,710,000 1,000,000 SH SOLE 1,000,000 0 0
PONY AI INC SPONSORED ADS 732908108 6,602,500 950,000 SH SOLE 950,000 0 0
PONY AI INC SPONSORED ADS 732908108 6,950,000 1,000,000 SH Call SOLE 1,000,000 0 0
ROCKET COS INC COM CL A 77311W101 15,750,000 1,000,000 SH Call SOLE 1,000,000 0 0
SENSEONICS HLDGS INC COM 81727U303 3,976,000 700,000 SH SOLE 700,000 0 0
SERVICENOW INC COM 81762P102 49,640,000 500,000 SH Call SOLE 500,000 0 0
SLB LIMITED COM STK 806857108 9,298,000 200,000 SH SOLE 200,000 0 0
SLB LIMITED COM STK 806857108 46,490,000 1,000,000 SH Call SOLE 1,000,000 0 0
SLB LIMITED COM STK 806857108 46,490,000 1,000,000 SH Call SOLE 1,000,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 746,770,000 1,000,000 SH Put SOLE 1,000,000 0 0
SUNRUN INC COM 86771W105 6,690,000 500,000 SH SOLE 500,000 0 0
SUNRUN INC COM 86771W105 13,380,000 1,000,000 SH Call SOLE 1,000,000 0 0
TELOS CORP MD COM 87969B101 9,660,000 2,100,000 SH SOLE 2,100,000 0 0
TEREX CORP NEW COM 880779103 14,478,000 200,000 SH SOLE 200,000 0 0
THE REALREAL INC COM 88339P101 17,685,000 1,500,000 SH SOLE 1,500,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 9,780,000 2,000,000 SH SOLE 2,000,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 4,890,000 1,000,000 SH Call SOLE 1,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 72,160,000 1,000,000 SH Call SOLE 1,000,000 0 0
UNITED PARCEL SVCS INC CL B 911312106 32,250,000 300,000 SH SOLE 300,000 0 0
UNITED PARCEL SVCS INC CL B 911312106 53,750,000 500,000 SH Call SOLE 500,000 0 0
UNITED PARCEL SVCS INC CL B 911312106 53,750,000 500,000 SH Call SOLE 500,000 0 0
VERADERMICS INC COMMON STOCK 922967104 12,294,000 100,000 SH SOLE 100,000 0 0
VERTICAL AEROSPACE LTD SHS NEW G9471C206 7,134,000 4,100,000 SH SOLE 4,100,000 0 0
WAYFAIR INC CL A 94419L101 9,242,000 100,000 SH Call SOLE 100,000 0 0
WHEELS UP EXPERIENCE INC COM CL A 96328L304 2,691,000 300,000 SH SOLE 300,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 22,735,000 500,000 SH Call SOLE 500,000 0 0